Sidekick Offline Biosensor Immobilization Station User ... Sidekickâ„¢ Offline Biosensor Immobilization

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  • Sidekick™ Offline Biosensor Immobilization Station User Guide

    Pall ForteBio, Inc. 1360 Willow Road, Suite 201 Menlo Park, CA 94025 888.OCTET-QK 650.322.1360 www.fortebio.com

  • Sidekick Offline Biosensor Immobilization Station User Guide P/N 41-0100-PD Rev B Copyright © 2014 Pall ForteBio, Inc. All rights reserved. No part of this publication may be reproduced, transmitted, transcribed, stored in retrieval systems, or translated into any form, or by any means: electronic, mechanical, magnetic, optical, or otherwise, without the prior written permission of Pall ForteBio, 1360 Willow Road, Suite 201, Menlo Park, CA 94025, United States of America. Disclaimer Pall ForteBio reserves the right to change its products and services at any time to incorpo- rate the latest technological developments. This user guide is subject to change without notice. Limitation The Pall ForteBio Sidekick is for research use only; not for use in diagnostic procedures. Trademarks FortéBIO is a registered trademark of Pall ForteBio, A Division of Pall Life Sciences.

  • page 1

    Table of Contents

    Chapter 1: Welcome. . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

    About the Sidekick Station. . . . . . . . . . . . . . . .4

    About the Manual . . . . . . . . . . . . . . . . . . . . . . . .4

    ForteBio Technical Support . . . . . . . . . . . . . . .5

    Chapter 2: Installation Instructions. . . . . . . . . . . . . . 7

    Sidekick Station Package Contents . . . . . . .8

    Installing the Sidekick Station and Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8

    Chapter 3: Getting Started. . . . . . . . . . . . . . . . . . . . . 11

    Sidekick Station Specifications. . . . . . . . . . 12

    Starting the Sidekick Station and Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

    Setting Up Multiple Sidekick Stations on One Computer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

    Sidekick Station Experiment Set Up Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

    Setting the plate Temperature . . . . . . . . . . 16

    Integrating the Sidekick Station with a Laboratory Automation System . . . . . . . . 17

    Chapter 4: Setting Up an Experiment. . . . . . . . . . . 19

    Setting Up the Microplate and Biosensor Tray . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

    Setting Up a Batch Loading Experiment. 21

    Setting Up Offline Incubation for an Advanced Quantitation Experiment . . . . .21

    Chapter 5: Maintenance . . . . . . . . . . . . . . . . . . . . . . .23

    Cleaning the Sidekick Station. . . . . . . . . . . .24

    Appendix A: Integrating the Sidekick Station with an Automated Laboratory System . . . . . .25

    Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . .26

    Design of the Automation Interface . . . . .26

    Setting Up the Sidekick Station for Automation Control. . . . . . . . . . . . . . . . . . . . .26

    The Automation Client Example Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27

    Automation Commands . . . . . . . . . . . . . . . .29

    A Typical Automation Session . . . . . . . . . . .29

    Automation API.H . . . . . . . . . . . . . . . . . . . . . . .31

    Sidekick Station User Guide

  • page 2

    Sidekick Station User Guide

  • page 3

    CHAPTER 1: Welcome About the Sidekick Station . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

    About the Manual . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

    ForteBio Technical Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

    Sidekick Station User Guide

  • page 4 Chapter 1: Welcome

    Welcome to the Sidekick Offline Biosensor Immobilization Station User Manual. This man- ual explains how to:

    • Install the Sidekick Station

    • Operate the Sidekick Station

    • Set up and run batch loading and offline loading in advanced quantitation experi- ments

    • Maintain the Sidekick Station

    • Integrate the Sidekick Station to an automated laboratory system

    For information on using the Octet systems for quantitation or kinetics experiments, please refer to the appropriate system user manuals.

    ABOUT THE SIDEKICK STATION The Sidekick Station is an accessory to Pall ForteBio's Octet family of real-time, label-free biomolecular interaction analysis platforms. It is a specialized instrument that enables uni- form loading of reagents across all 96 biosensors in a biosensor tray. Loading of analyte and other reagents on biosensors that do not require online monitoring of signal can be accom- plished offline on the Sidekick Station, freeing up the Octet system for other users.

    The Sidekick Station consists of the Sidekick instrument, software and an accessory kit which includes a power supply and a USB A-B cable. The Sidekick Station may be installed beside an Octet system and used in collaboration with the Octet system. Or, the Sidekick Station may be used independently to load reagents in batch mode on biosensors one full tray at once.

    ABOUT THE MANUAL The following conventions are used in this manual.

    Table 1: Manual Conventions

    Convention Example

    Menu commands are bold. To start a new experiment, select Experi- ment - New Experiment on the main menu.

    Document names are italicized. Octet Data Acquisition User Guide

    Numbered steps explain how to carry out a procedure.

    1. To start the Data Analysis software, click the icon on the desktop.

    Sidekick Station User Guide

  • Pall ForteBio Technical Support page 5

    NOTE: A note presents pertinent details on a topic. For example, general infor- mation about tips or alternate options.

    IMPORTANT: An important message for instances where the assay or proce- dure will not work if not properly followed.

    WARNING: A warning informs the user that specific actions could cause irre- versible consequences or damage.

    Table 2 shows labels found on the Sidekick Station that provide important safety and user information.

    PALL FORTEBIO TECHNICAL SUPPORT You can contact Pall ForteBio technical support at:

    Pall ForteBio Corp. 1360 Willow Road, Suite 201 Menlo Park, CA 94025 USA Tel: +1-650-322-1360 Fax: +1-650-322-1370 E-mail: fortebio_support@pall.com

    Table 2: Sidekick Station Labels

    Symbol Definition

    Heat/hot

    Sidekick Station User Guide

  • page 6 Chapter 1: Welcome

    Sidekick Station User Guide

  • page 7

    CHAPTER 2: Installation Instructions Sidekick Station Package Contents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

    Installing the Sidekick Station and Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

    Sidekick Station User Guide

  • page 8 Chapter 2: Installation Instructions

    NOTE: Installation should be performed in accordance with the following instructions.

    SIDEKICK STATION PACKAGE CONTENTS The Sidekick Station package consists of the following components. Please ensure upon opening the package that all items are present.

    • Sidekick Station

    • Power Supply

    • USB Cable

    • Sidekick Software CD

    INSTALLING THE SIDEKICK STATION AND SOFTWARE Perform the tasks outlined below to install the Sidekick Station and software.

    1. Insert the Sidekick CD into the CD drive of a computer. The following screen with a clickable menu will display.

    Figure 2-1: Sidekick Installation Menu

    2. Click on Install Serial Port Driver to install the driver for the Sidekick Station. A pop up window will display Driver Installed. Press the OK button.

    3. Click on the Install Sidekick Software button next. Follow the steps as directed by the pop up windows to install the Sidekick software.

    Sidekick Station User Guide

  • Installing the Sidekick Station and Software page 9

    4. Connect the Sidekick Station to a power source using the supplied power cord. Con- nect the Sidekick Station to the computer using the supplied USB cable. On the win- dow that displays, choose Yes, this time only and click Next.

    5. In the Found New Hardware Wizard, click Next.

    6. Click Finish.

    7. A second Found New Hardware Wizard will open. Repeat Steps 3 and 4.

    8. Switch the Sidekick Station on using the button on the front panel. The green LED light will come on.

    9. Double-click the Sidekick icon on the desktop to open the software program. Alterna- tively, click the Start button on the desktop and select Programs > ForteBio > Side- kick.

    Figure 2-2: Sidekick Station Icon on the Desktop

    10. The Sidekick software control window opens and displays the following. Click on the Options tab.

    Figure 2-3: Sidekick Software Interface

    11. The shaker and the heater elements of the Sidekick Station need to be assigned ports. Assign the shaker a COM port with a different number than the heater. Test each one until the word "success" shows up next to the Test button.

    NOTE: Note: Ass